On the Correspondence/Email page, find the link for the correspondence that you want to update.

Click on the correspondence's link.

Under the Merge Documents heading, click on the link for the document you want to update. This downloads the document from Sales Manager to your computer. For the moment, forget any previous copy of the document that was already on your computer.

In Word, open the document you just downloaded. Make any changes you need to this downloaded copy of the document.

Save the document with a new name or version number, in the lowest version of Word that you can save it in.

In Sales Manager, to the right of the Merge Documents heading, click on the Add Merge Documents link.

Click on the Choose File button, browse to the file you just saved, and click on the Open or OK button.

Click on the Upload button.

Some tips:

Use caution if you’re changing merge fields! There are actually two elements to a merge field – the part you see, and the part that does the work.

The first part is the easy part: change the words you see by simply changing the text in between the arrow brackets << >>. If you stop here, the merge fields haven’t actually changed.

To continue, right-click on the text between the arrow brackets and choose Toggle Field Code from the list of options.

Next, inside the curly brackets { }, to the right of the word MERGEFIELD, enter the new field name you want to use in the correspondence.

Finally, right-click and choose Toggle Field Code. You’ll be back to the arrow brackets << >>.

Remember that hyperlinks are great when you’re sending email, but are useless in printed correspondence. Word’s hyperlink functionality is at odds with merge documents. Instead of inserting a hyperlink, simply use Word’s underline feature to indicate a web address. If you print in color, you can also change the color of the underlined text to further define the text as an online destination.

Want the next letter to start on the next page? Insert a page break at the end of your document. Don’t worry, a blank page won’t be inserted between each of your documents. Word just needs to know where to begin the next letter.